Financial CRM Software with Projections

Filter byclear all
Pricing models
Devices supported
Organization types
Geographies served
Customer rating
Integrated with
Features
Features

Personalize your search in 2 clicks

Select your company sizeSelect your industry type

Personalize your search in a few taps

just me
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
8 apps

Caspio   

114
Build online database applications without coding.
Caspio is the world’s leading LOW-CODE platform for building online database applications without coding. Read more about Caspio
Visit WebsiteAdd to compareCompareRemove app
Build online database applications without coding.
Caspio is the world’s leading LOW-CODE platform for building online database applications without coding. Read more about Caspio
Visit WebsiteCompare

Keap   

1,064
An all-in-one CRM, sales and marketing automation software
Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service. Read more about Keap
Visit WebsiteAdd to compareCompareRemove app
An all-in-one CRM, sales and marketing automation software
Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service. Read more about Keap
Visit WebsiteCompare

Daylite for Mac   

320
Mac CRM & Project Management for small business
Exclusively for Mac, iPhone & iPad. Daylite is a CRM for small businesses that need to keep track of client communication & details, next steps, and team tasks all in one place. Read more about Daylite for Mac
Visit WebsiteAdd to compareCompareRemove app
Mac CRM & Project Management for small business
Exclusively for Mac, iPhone & iPad. Daylite is a CRM for small businesses that need to keep track of client communication & details, next steps, and team tasks all in one place. Read more about Daylite for Mac
Visit WebsiteCompare

Contactually  

99
Turn relationships into results
Contactually is a powerful, easy-to-use system for building better relationships, and getting the most from your network. Combining the best features of contact managers, email clients, and CRMs, Contactually gives you everything you need to quickly organize, follow-up, and engage with everyone who matters to you and your business. Read more about Contactually Contactually relies on a simple premise — better, more productive relationships are often simply a matter of staying in touch over time. That simple, proven logic is behind everything Contactually does, from its automatic follow-up reminders to its advanced automation and pipeline management features that allow you to scale your efforts to thousands of potential contacts. You don’t have to radically change the way you work or the tools you’re comfortable with to get more from your daily work. Try Contactually, and see what better relationships can do for your business.
Learn moreAdd to compareCompareRemove app
Turn relationships into results
Contactually is a powerful, easy-to-use system for building better relationships, and getting the most from your network. Combining the best features of contact managers, email clients, and CRMs, Contactually gives you everything you need to quickly organize, follow-up, and engage with everyone who matters to you and your business. Read more about Contactually Contactually relies on a simple premise — better, more productive relationships are often simply a matter of staying in touch over time. That simple, proven logic is behind everything Contactually does, from its automatic follow-up reminders to its advanced automation and pipeline management features that allow you to scale your efforts to thousands of potential contacts. You don’t have to radically change the way you work or the tools you’re comfortable with to get more from your daily work. Try Contactually, and see what better relationships can do for your business.
Learn moreCompare

InFocus  

70
Project-based ERP for mid-to-large size AE firms
Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively. Read more about InFocus
Learn moreAdd to compareCompareRemove app
Project-based ERP for mid-to-large size AE firms
Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively. Read more about InFocus
Learn moreCompare

SalesExec  

18
Lead Management for Call Centers and Sales Teams
Route web leads, inbound phone calls, and improve your sales teams ability to reach and convert more of their leads to paying customers. Read more about SalesExec
Learn moreAdd to compareCompareRemove app
Lead Management for Call Centers and Sales Teams
Route web leads, inbound phone calls, and improve your sales teams ability to reach and convert more of their leads to paying customers. Read more about SalesExec
Learn moreCompare

HarmonyPSA  

18
The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Read more about HarmonyPSA Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources
Learn moreAdd to compareCompareRemove app
The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Read more about HarmonyPSA Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources
Learn moreCompare

Cool Life CRM  

17
360° marketing & relationship lifecycle management
Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more. Read more about Cool Life CRM
Learn moreAdd to compareCompareRemove app
360° marketing & relationship lifecycle management
Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more. Read more about Cool Life CRM
Learn moreCompare
Filter by
Customer rating